See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,345 | $27,915-48.6% | $58,482-75.5% | $75,163-80.9% |
| Participation rate | 55.9% | 38.8%+17.1pp | 50.9%+5.1pp | 67.2%-11.3pp |
| Annual return | 22.07% | 44.20%-22.1pp | 4239.32%-4217.2pp | 160.62%-138.5pp |
| Employer contribution / active EE | $784 | $669+17.1% | $1,053-25.6% | $2,670-70.6% |
| Participant deferral / active EE | $2,086 | $1,201+73.7% | $1,924+8.4% | $4,125-49.4% |
| Admin fee / account holder | $1,051 | $1,726-39.1% | $2,516-58.2% | $5,651-81.4% |